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Enhancing and Expanding Our Diverse Community


Discover How Our 2025-2027 Strategic Plan Elevates Member Value and Grows Our Community


Welcome to the CFA Society Toronto Strategic Plan (2025–2027). This webpage serves as a central hub for members to understand and engage with CFA Society Toronto's strategic direction. We are excited to share our vision for the future and how it will enhance the value of your membership.

Our goal is to create a more dynamic, engaging, and valuable experience for all members as we work together to promote an ethical, vibrant, and innovative investment and financial services industry. Ready to embark on this exciting journey with us? Watch our leadership’s video messages and discover how you can get involved!
A Message from Our Board Chair Hear from our Board Chair, Brian Madden, CFA, CFP, Chief Investment Officer of First Avenue Investment Counsel Inc., as he shares key elements of our strategic plan that will guide us over the next three years.


Our North Star This North Star is the guiding principle of our strategic plan, focusing on delivering exceptional value to our members and fostering growth within our community.

To enhance and expand our diverse community to promote an ethical, dynamic, and vibrant investment and financial services industry.


Our Strategic Pillars Our strategic plan is built on three foundational pillars, each encompassing key initiatives designed to help us reach our North Star.

Member Experience

We are committed to delivering an outstanding, highly personalized member experience. This includes introducing new learning formats, expanding online engagement platforms, and tailoring resources to support your career growth. Recognizing that each member’s journey is unique, we aim to provide the tools and opportunities that will help you succeed.
Influence & Impact

We aim to amplify our influence within the investment and financial services industry. By leveraging digital media and collaborating with strategic partners, we will offer exclusive learning opportunities and elevate the profile of our society and its members. Our goal is to position CFA Society Toronto as a thought leader and advocate for the highest standards of ethics and professional excellence.
Operational Excellence

Pursuing excellence in our operations is essential. We will revamp our volunteer programs to offer more flexible and meaningful engagement opportunities and refresh our website for an improved user experience. By enhancing our operational efficiency, we can better serve you and adapt to the evolving demands of our industry.


Our Commitment to Our Members We aim to ensure your membership is both valuable and fulfilling. Our commitment is two-fold:
  • Providing you with an exceptional, industry-leading experience that provides tangible value
  • Reinforcing the strength and interconnection of our diverse member community
Frequently Asked Questions (FAQ)

Q: How will the new strategic plan benefit me as a member?

The plan focuses on enhancing your member experience through personalized engagement, improved offerings, and increased opportunities for professional growth and networking.

Q: How can I get involved with the new initiatives?

We offer various volunteer opportunities tailored to your interests and availability. From micro-volunteering to strategic advisory roles, there's a place for you to contribute.

Q: Where can I find updates on the strategic plan's progress?

Regular updates will be shared through bi-monthly video messages from our CEO, newsletters, and our social media channels.

  
Get Involved and Stay Connected
  • Join the Conversation: Engage with us on our online platforms and share your thoughts on our strategic initiatives.
  • Volunteer Opportunities: Explore new ways to get involved through our evolving volunteer program.
  • Contact Us: Have questions or want to learn more? Reach out to us at info@cfatoronto.ca.
  • Stay Connected: Follow us on social media to stay updated on the latest news and events.
    • LinkedIn: CFA Society Toronto
    • Instagram: @CFASocietyToronto
    • Facebook: CFA Society Toronto